01
Create the portfolio
Portfolio Management / New Portfolio
Enter the portfolio’s basic information and purpose.
Organization Owner / PMO
QUICK GUIDE 06
Create and assign the first portfolio
Create the first portfolio, assign its manager and connect the first project to portfolio reporting and overview.
02
Assign the Portfolio Manager
Portfolio Management / Open portfolio / Definition / Portfolio Basics
Give the responsible user ownership and the access required to manage the portfolio.
03
Add the first project
Portfolio Management / Open portfolio / Status reporting / Add project
Connect the project created during onboarding so the portfolio contains real information.
04
Configure reporting
Portfolio Management / Open portfolio / Status reporting / Reporting periods
Select the reporting frequency and create the relevant reporting periods.
05
Verify the portfolio starting point
Portfolio Management / Open portfolio / Overview / Projects
Open the portfolio with the Portfolio Manager and confirm that overview and reporting are ready for use.